I became a Financial Advisor in 1996 after working as the General Manager of a local television station – it was there I was inspired to help others pursue their financial goals. I realized that my husband and I were missing a cohesive wealth management plan and lacked the time to handle the details of our investment portfolio. I discovered that others were also lacking a professional to help them manage all their financial needs, and I knew there was an opportunity to help.
Leading our experienced and professional team, my role is to oversee the creation and the periodic review of your portfolio, estate planning issues, and overall wealth strategies with you. Alongside the members of our group, I will spend as much time as needed to uncover and focus on your unique goals. This results in thoughtful and clear strategies for developing an understandable and well-disciplined, long-term plan.
I am a firm believer in our community. I currently serve as a trustee for the University of South Dakota Foundation, a member on the executive board for United Way’s Women United, and am an active member of the Siouxland Estate Planning Council. I have enjoyed being a regular contributor to the financial reports in the media. Over the years, I have had the pleasure of serving on the board of directors of Ronald McDonald House Charities of Siouxland, Council on Sexual Assault and Domestic Violence, Leeds-Hawthorne PTA, Mid-Step Services, Alpha Xi Delta Alumnae – Sioux City Chapter, Women’s Association of Financial Consultants, The University of South Dakota Alumni Association, Sioux City Community Schools Foundation, Wesley United Methodist Church, Siouxland Estate Planning Council, Mercy Alliance for Women’s Health, Mercy Health Foundation, and Siouxland Professional Women’s Network. I have also volunteered for the United Way, Junior Achievement, Midwest Volleyball Power Club, the Sioux City Chamber of Commerce, and Boy Scouts.
I grew up in Southern California and Vermillion, South Dakota. I earned a degree in Business Management from the University of South Dakota. My husband, Kal, and I have two grown children: Korey, my partner on the team, and Kamryn, a Registered Nurse. We have one grandchild. When I am not working with clients, I enjoy spending my free time with my family and friends, biking, walking, golfing, and traveling.
I am a Sioux City native who began my financial services career in 2011, interning at Stifel’s home office in St. Louis, Missouri. After college, I worked with Principal Financial Group in their employer-sponsored retirement plan division in Cedar Falls, Iowa, then transitioned to a role working with Principal’s investment clients in their home office in Des Moines, Iowa. My passion for educating clients and helping them pursue their financial goals provided a great foundation to transition to the Sioux City office of Stifel as a Financial Advisor in 2017. My role on our team is portfolio analysis, client reviews, investment planning, insurance planning, and employer-sponsored retirement plans.
I earned a B.B.A. in Finance from the University of Iowa’s Tippie College of Business and continued my education by attaining the CHARTERED FINANCIAL CONSULTANT® (ChFC®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. My dedication to continued learning helps me serve the evolving needs of our affluent clients.
My family lives in Dakota Dunes, South Dakota. My wife, Ali, and I are proud parents to our daughter, Olivia, and our Golden Retriever, Jersey. When I can carve out some free time, I enjoy working out, golfing, and spending time with my family. I am a member of the Siouxland Estate Planning Council, 100+ Men Who Care, Sioux City Growth Organization, and Rotary Club of Sioux City. Sioux City is a great place to work, live, and provide service to our clients!
I am a lifelong resident of the Sioux City area and am honored to call Sioux City home. After graduating from Briar Cliff University with a B.A. in Business Administration, jobs in direct sales and the non-profit sectors led to my career in the financial and investment industry in 2015. I worked as a Wealth Management Advisor at a local bank’s trust department and while there, I earned my Certified Trust and Fiduciary Advisor (CTFA) designation. After six years, I joined Stifel in 2021 as a Financial Advisor Associate with the Kletschke Wealth Management Group.
I have a strong passion for helping people pursue their goals and sincerely appreciate the ability to sit down with our clients to discuss their financial path. Everyone’s road map is different, and it is truly exciting to find the best avenue possible for each client. This passion also pours over into our community, where I serve on the boards of the Launchpad Children’s Museum, the Interstate Soccer Club, and as a member of the Siouxland Estate Planning Council.
My wife and I reside in North Sioux City, South Dakota, along with our five children, Harper, Addison, Raegan, Olivia, and Harrison. With our large family, we spend our free time taking road trips, rediscovering all the great things to do in Siouxland and spending time with relatives and friends.
I am a native of Cherokee, Iowa, and my role is to run our back office, handle the administrative needs for our clients, and keep our group running smoothly. Prior to joining the team, I spent 10 years in the mortgage department of a local bank and also worked for a local mortgage company. I employ the same attention to detail with our investment clients as I did in my previous career, where I helped mortgage clients consumate the purchase of their dream home. I earned a B.S. in Business Administration/Finance from the Business School at Wayne State College and hold the Series 7 and 66 securities licenses. I am a soft-soul and love cats, camping, and spending time with my friends and family.
I began my investment industry career in 2018 and joined the Kletschke Wealth Management Group in 2021. Prior to joining the industry, I worked in the insurance industry, which I joined in 2011. I found great satisfaction in helping clients plan for their futures, which made transitioning industries easy. I look forward to continuing my passion of helping people through my role as Client Service Associate.
A Sioux City native, I graduated from Lawton Bronson High School. My husband, Matthew, and I have two children, Addalyn and William. We enjoy spending time with family, on road trips, and being outdoors as much as possible.
I am a Sioux City native and graduated from West High School. I have learned a lot about helping our clients from working eight years within the local hospitality industry. I work closely with our client service team to make sure all administrative tasks behind the scenes are completed.
I am bilingual and proficient in both English and Spanish*. I enjoy spending time with friends and family, including my partner, Alex, our son, Jonny, and our pets, Zoe and Panther. We like to spend our free time playing sports, being outdoors, and having movie nights.
*All written business communications will be in English.
I am a Siouxland native and grew up in Whiting and Sioux City. Prior to joining Stifel, I spent several years in sales and service in the beverage distribution industry and as an optometry scribe, where I assisted with fitting glasses for an optometrist. My experiences of understanding client needs and attention to detail are helpful in upholding the team’s service model. My primary role on our team is focusing on the advanced preparation and analysis for client reviews.
I married my high school sweetheart, Kamryn, who is a registered nurse at a local surgery center. Together, we have a young son, a dog, and two cats. Outside the office, I enjoy spending time with family and friends, cheering on the Hawkeyes and the Packers, camping, traveling, and golfing. I am also a member of Siouxland Growth Organization.